• Jeff Morel

Let me guide you!




I’ve been a Financial Adviser for over 8 years. My love of the industry stems from an interest in finance, numbers and problem solving, combined with a natural willingness to assist people in
reaching their financial and lifestyle goals.

AR no: 000320830
CAR no: 000465514
Financial Services Guide


  • Office 0409 753 651
  • Fax 03 9585 7776
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Professional experience

I've been a Financial Adviser for over 8 years. My love of the industry stems from an interest in finance, numbers and problem solving, combined with a natural willingness to assist people in reaching their financial and lifestyle goals.

I really enjoy building long term relationships with my clients, learning about their aspirations and future plans, assisting them to set achievable goals in line with those aspirations, and seeing them attain those goals. I enjoy listening, facilitating, educating and imparting my financial knowledge to clients to give them a deeper understanding of their financial situation and therefore greater control.

I have worked with a wide range of clients including those looking to build their wealth, retirees looking to secure their finances after work, self employed clients and small and large business operators.

Having experience across all facets of financial planning, I have a particular interest in income and asset protection and retirement planning, including self managed super funds. Being married with a young son, I understand the importance of making sure your family is financially secure.

Professional qualifications

  • Bachelor of Applied Science
  • Advanced Diploma of Financial Services

Talk to me about:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

Handy tools to help manage your money


Savings made easy

Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


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Contact us today.


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